Original filing (PDF)20230608181110NAL0060958258001

TAMPA LUNG SPECIALISTS, PA

Name: TAMPA LUNG SPECIALISTS, PA — TAMPA LUNG SPECIALISTS, PA CASH BALANCE PLAN, Form 5500 (2022)
Creator: TAMPA LUNG SPECIALISTS, PA

Form 5500-SF

FILING_RECEIVED

TAMPA LUNG SPECIALISTS, PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAMPA LUNG SPECIALISTS, PA.

Plan sponsor

Name

TAMPA LUNG SPECIALISTS, PA

EIN

68-0498643

Address

4129 N. ARMENIA AVENUE · TAMPA, FL · 33607

Phone

(813) 879-3699

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-08

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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